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Atria Investments’s Haleon HLN Stock Holding History

Atria Investments’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.67M Buy
166,608
+28,924
+21% +$301K 0.02% 797
2025
Q4 		$1.39M Buy
137,684
+9,368
+7% +$89K 0.02% 897
2025
Q3 		$1.15M Sell
128,316
-43,231
-25% -$416K 0.01% 983
2025
Q2 		$1.78M Buy
171,547
+14,883
+9% +$157K 0.02% 775
2025
Q1 		$1.61M Sell
156,664
-10,902
-7% -$107K 0.02% 792
2024
Q4 		$1.6M Sell
167,566
-10,319
-6% -$101K 0.02% 779
2024
Q3 		$1.88M Sell
177,885
-27,858
-14% -$269K 0.02% 688
2024
Q2 		$1.7M Buy
205,743
+24,186
+13% +$202K 0.02% 706
2024
Q1 		$1.54M Buy
181,557
+9,746
+6% +$81.5K 0.02% 762
2023
Q4 		$1.41M Buy
171,811
+21,230
+14% +$175K 0.02% 744
2023
Q3 		$1.25M Buy
+150,581
New +$1.25M 0.02% 753

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Atria Investments's HLN Position: Q1 2026 in Review

Atria Investments increased its Haleon (HLN) stake by 21% in Q1 2026, buying an estimated $301K and bringing the position to 166,608 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #797.

Atria Investments first reported a position in HLN in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q3 2024. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Atria Investments held 166,608 shares of Haleon worth $1.67M as of Q1 2026.
  • Atria Investments bought 28,924 Haleon shares in Q1 2026, an estimated $301K.
  • Haleon made up 0.02% of Atria Investments's portfolio in Q1 2026, its #797 holding.
  • Atria Investments first reported a position in Haleon in Q3 2023 and has held it in 11 quarters since.
  • Atria Investments's Haleon position peaked at $1.88M in Q3 2024.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.